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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

474 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+18
Holders Change %
+3.95%
% of All Funds
8.32%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
134
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$58.2M
2
Charles Schwab
2
Charles Schwab
California
$46.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$69.6M
4
LPL Financial
4
LPL Financial
California
$1.32B
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$164M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.15B
2
DA
2
Doliver Advisors
Texas
$58M
3
BlackRock
3
BlackRock
New York
$50.7M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$557M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
426
Ranch Capital Advisors
Florida
$18K +$102 +1 +0.6%
HWA
427
HHM Wealth Advisors
Tennessee
$16K – – –
MSFP
428
Mark Sheptoff Financial Planning
Connecticut
$16K +$16K +155 New
BCWM
429
Bartlett & Co Wealth Management
Ohio
$14K -$8.71K -85 -38%
BC
430
Bartlett & Co
Ohio
$14K -$8.69K -85 -38%
TCM
431
TD Capital Management
Tennessee
$14K – – –
LWM
432
Liberty Wealth Management
California
$13K -$103 -1 -0.8%
BL
433
Balentine LLC
Georgia
$13K – – –
APWA
434
Atlas Private Wealth Advisors
New Jersey
$13K – – –
CTB
435
Country Trust Bank
Illinois
$13K – – –
DWP
436
Destiny Wealth Partners
Florida
$13K +$13K +131 New
CCA
437
Column Capital Advisors
Indiana
$12K – – –
Fifth Third Bancorp
438
Fifth Third Bancorp
Ohio
$12K – – –
WFO
439
Wealthgate Family Office
Colorado
$12K +$12K +120 New
CAAS
440
Capital Asset Advisory Services
Michigan
$11K -$21.4K -214 -66%
LIA
441
LS Investment Advisors
Michigan
$11K – – –
FDCDDQ
442
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K – – –
AIM
443
Anchor Investment Management
South Carolina
$10.2K – – –
RIA
444
RPG Investment Advisory
California
$10K – – –
CA
445
Centerpoint Advisors
Massachusetts
$10K +$10K +95 New
LFG
446
Larson Financial Group
Missouri
$9K – – –
SIC
447
Salem Investment Counselors
North Carolina
$9K +$9K +90 New
WTC
448
WhitTier Trust Company
Nevada
$8K – – –
SBL
449
Sargent Bickham Lagudis
Colorado
$8K – – –
PFGIA
450
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
16 17
18
19 20